Wendy Fisk Email & Phone Number

Pittsburgh, Pennsylvania, United States

Denver, Colorado, United States

Greater Denver Area

Analyze the current curriculum and modify to create the digital leadership coaching platform. Collaborate to create content, product solutions and messaging. Align the marketing strategy to provide the highest level of customer satisfaction. Co-Active Training Institute leadership coach.

HQ: Orange County, CA

Responsible for being the voice of the customer; helping to grow the client's business efficiently through onboarding/training of the SaaS product, and transforming chaos into order, all while remaining a truly collaborative customer champion. Oversaw project enhancements through internal collaboration in order to incorporate intra-company knowlege and.

Greater Denver Area

Defined, documented and presented the client contract management process flow to internal stakeholders. Negotiated new language and pricing with clients in order to create a more cohesive, standardized process. Acted as internal liaison and collaborative relationship manager to sales, finance, accounting and legal in order to ensure insights from across.

Matrix Financial Solutions, Denver, CO 80202

Drove sales, marketing and operational improvement for Third Party Administrator and Advisor relationships. Subject Matter Expert for the trading platform process. Identified new product opportunities to enhance customer experience, provided plan-level asset reviews, negotiated contract pricing, and provided RFP assistance. Internal communications liasion.

Greater Denver Area

Built and managed the operations team for the advisory channel, streamlined procedures and provided relationship support to Third Party Administrators and outside money managers. Created the strategy and implementation for new customer SaaS products. Coached and mentored staff to help produce tangible outcomes and increased employee engagement.

Greater Denver Area

Managed a team of Account Executives servicing our Third Party Administrator customers on a day-to-day operational and administrative level.

Greater Denver Area

Provided all daily support to our largest Third Party Administrator. As a startup company, responsible for creating and documenting operational procedures that ensured a scale-able business model.

Centennial, CO

Trained new employees and managed client accounts that involved end-to-end coordination of all client driven mailings, communications and the processing of annual Schedule K-1 tax filing for partnerships. Worked closely with the Call Center and Transfer Agent to assist with elevated client issues.